In a Record Type, where is the configuration for a Related Action Shortcut done?

In a Record Type, where is the configuration for a Related Action Shortcut done?

• A. In a configuration tab of the Record Type
• B. In a Related Action of the Record Type
• C. Within the Appian Administration console
• D. In the process model associated with the Record Type

Answer: (B)

The configuration for a Related Action Shortcut in a Record Type is done within the Related Actions of the Record Type. This feature allows users to engage directly with specific actions related to the data displayed in the record, enhancing the user's ability to interact with and manipulate the information efficiently. When configuring a Related Action, you can specify the details of the action, including which process or interface it is linked to, enabling users to perform tasks without navigating away from the record view. This streamlines workflows and improves user experience, making it easier to take relevant actions based on the context of the record. The other options, while related to different aspects of Appian configuration, do not specifically deal with where Related Action Shortcuts are configured. The configuration tab of the Record Type focuses on attributes and other settings, while the Appian Administration console is more suited for global application settings rather than record-specific configurations. The process model might contain the logic for what the related action does, but the connection to the shortcut itself is made within the Related Actions section of the Record Type.

The configuration for a Related Action Shortcut in a Record Type is done within the Related Actions of the Record Type. This feature allows users to engage directly with specific actions related to the data displayed in the record, enhancing the user's ability to interact with and manipulate the information efficiently.

When configuring a Related Action, you can specify the details of the action, including which process or interface it is linked to, enabling users to perform tasks without navigating away from the record view. This streamlines workflows and improves user experience, making it easier to take relevant actions based on the context of the record.

The other options, while related to different aspects of Appian configuration, do not specifically deal with where Related Action Shortcuts are configured. The configuration tab of the Record Type focuses on attributes and other settings, while the Appian Administration console is more suited for global application settings rather than record-specific configurations. The process model might contain the logic for what the related action does, but the connection to the shortcut itself is made within the Related Actions section of the Record Type.